cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
juliliscarmo Frequent Visitor
Frequent Visitor

TWRR -time-weighted return

Hello everyone,

I'm trying to do TWRR (time-weighted return) on Power BI. Therefore, the formula consists of two steps, first the increment value of two periods (+1), and then the product value of the increment.
I did the increment measure, but I can not use a measure in the PRODUCT formula.
Do you have any idea how I can solve this?

1.PNG2.PNG

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: TWRR -time-weighted return

Hi @juliliscarmo,

 

Maybe you can try to use below formula, I extend measure as column and add to variable table, then use this variable table and new column to calculate.

Product Increase =
VAR temp =
    ADDCOLUMNS ( ALLSELECTED ( Table1 ), "InCrease", [increase] )
RETURN
    PRODUCTX ( FILTER ( temp, [ID] = MAX ( Table1[ID] ) ), 1 + [InCrease] )

20.PNG

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |
4 REPLIES 4
Community Support Team
Community Support Team

Re: TWRR -time-weighted return

Hi @juliliscarmo,

 

Maybe you can try to use below formula, I extend measure as column and add to variable table, then use this variable table and new column to calculate.

Product Increase =
VAR temp =
    ADDCOLUMNS ( ALLSELECTED ( Table1 ), "InCrease", [increase] )
RETURN
    PRODUCTX ( FILTER ( temp, [ID] = MAX ( Table1[ID] ) ), 1 + [InCrease] )

20.PNG

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |
juliliscarmo Frequent Visitor
Frequent Visitor

Re: TWRR -time-weighted return

Hi @v-shex-msft it didn't work. Could you please send me the file you have made.
Thank you
Juli
Community Support Team
Community Support Team

Re: TWRR -time-weighted return

Hi @juliliscarmo,

 

I attach it below.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |
juliliscarmo Frequent Visitor
Frequent Visitor

Re: TWRR -time-weighted return

Thank you!